N.E.W. Advisory Services LLC American Centy ETF Tr Avantis Transaction History

N.E.W. Advisory Services LLC

$1.25 Billion
Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 29 shares of AVRE stock, worth $1,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,270

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$40.62 - $44.31 $1,177 - $1,284	29 New	29 $1,000

Others Institutions Holding AVRE

# of Institutions

142

Shares Held

11.8M

Call Options Held

Put Options Held

Empowered Funds, LLC

1.2M
Shares

$52.6 Million
0.76% of portfolio
Ccm Investment Group, LLC Northfield, MN

1.2M
Shares

$52.6 Million
5.44% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

769K
Shares

$33.7 Million
4.54% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

366K
Shares

$16 Million
3.76% of portfolio
Shanker Valleau Wealth Advisors, Inc.

331K
Shares

$14.5 Million
4.84% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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N.E.W. Advisory Services LLC American Centy ETF Tr Avantis Transaction History